FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$793K 0.06%
16,727
-17,883
252
$791K 0.06%
18,323
-9,898
253
$790K 0.06%
23,264
+14,578
254
$783K 0.06%
28,361
+1,181
255
$783K 0.06%
5,958
-148,981
256
$782K 0.06%
29,324
+19,207
257
$780K 0.06%
35,999
+16,208
258
$777K 0.06%
5,166
-323,953
259
$772K 0.06%
37,716
+16,252
260
$769K 0.06%
603
-21,057
261
$766K 0.06%
88,367
+66,058
262
$757K 0.06%
9,858
-5,126
263
$756K 0.06%
32,084
-7,221
264
$756K 0.06%
8,602
-7,890
265
$746K 0.06%
23,018
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266
$742K 0.06%
8,535
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267
$740K 0.06%
7,434
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268
$739K 0.06%
+12,583
269
$726K 0.06%
17,351
+13,056
270
$723K 0.05%
11,632
-20,758
271
$722K 0.05%
24,925
-97,159
272
$719K 0.05%
13,268
+11,250
273
$713K 0.05%
29,732
-102,764
274
$709K 0.05%
10,767
-10,521
275
$708K 0.05%
73,750
-437,300
9 10
11
12 13